Pathway Financial Advisers’s Philip Morris PM Stock Holding History

Pathway Financial Advisers’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.64M	Buy	21,997 +41	+0.2%	+$7.13K	1.03%	33
2025 Q4	$3.52M	Sell	21,956 -130	-0.6%	-$20.1K	1.02%	33
2025 Q3	$3.57M	Sell	22,086 -4,913	-18%	-$827K	1.04%	30
2025 Q2	$4.92M	Sell	26,999 -89	-0.3%	-$15.3K	1.59%	15
2025 Q1	$4.3M	Buy	27,088 +114	+0.4%	+$16.1K	1.47%	20
2024 Q4	$3.25M	Buy	26,974 +491	+2%	+$61.9K	1.09%	29
2024 Q3	$3.22M	Buy	26,483 +986	+4%	+$115K	1.46%	23
2024 Q2	$2.58M	Buy	25,497 +358	+1%	+$35K	0.92%	35
2024 Q1	$2.3M	Buy	25,139 +1,350	+6%	+$124K	0.83%	39
2023 Q4	$2.24M	Sell	23,789 -278	-1%	-$25.6K	0.85%	37
2023 Q3	$2.23M	Buy	+24,067	New	+$2.32M	0.92%	35
2023 Q1	$2.18M	Buy	22,385 +1,904	+9%	+$190K	0.88%	38
2022 Q4	$2.07M	Buy	+20,481	New	+$1.93M	0.84%	40

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathway Financial Advisers's PM Position: Q1 2026 in Review

Pathway Financial Advisers increased its Philip Morris (PM) stake by 0.19% in Q1 2026, buying an estimated $7.13K and bringing the position to 21,997 shares worth $3.64M. The position accounts for 1.03% of the portfolio, ranked #33.

Pathway Financial Advisers first reported a position in PM in Q4 2022 and has held it in 13 quarters since. The position peaked at $4.92M in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Pathway Financial Advisers held 21,997 shares of Philip Morris worth $3.64M as of Q1 2026.
Pathway Financial Advisers bought 41 Philip Morris shares in Q1 2026, an estimated $7.13K.
Philip Morris made up 1.03% of Pathway Financial Advisers's portfolio in Q1 2026, its #33 holding.
Pathway Financial Advisers first reported a position in Philip Morris in Q4 2022 and has held it in 13 quarters since.
Pathway Financial Advisers's Philip Morris position peaked at $4.92M in Q2 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Pathway Financial Advisers's 13F filing for Q1 2026, filed 23 Apr 2026.